Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21

From version 26.1
edited by rijo
on 2022/12/15 06:22
Change comment: includes images and description for segment charts
To version 31.1
edited by Admin
on 2023/04/04 19:14
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
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1 -XWiki.rijo
1 +XWiki.Admin
Content
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37 37  
38 38  \\
39 39  
40 -\\
40 +[[image:attach:SegmentTableCharts2.png||width="794"]]
41 41  
42 -[[image:attach:SegmentsKnownUnknown3.png||width="794"]]
42 +The list of segments created contains three columns.  The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
43 43  
44 -The list of segments created contains three columns.  It can be viewed through Activation > Segment Manager.  The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
45 -
44 +(% class="wrapped" %)
46 46  |=(((
47 47  Image
48 48  )))|=(((
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81 81  adds user to the segment
82 82  )))
83 83  |(((
84 -downward triangle
83 +down-triangle
85 85  )))|(((
86 86  (% class="content-wrapper" %)
87 87  (((
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88 88  [[image:attach:display data.png||thumbnail="true" width="40"]]
89 89  )))
90 90  )))|(((
91 -displays data related to the segment such as Effective Date, Action, segment size.  It also shows a table with Knowns, Unknowns and Total users as of the Effective Date.  At the bottom right is a graph with data for the last 7 days for Knowns and Unknowns.
90 +displays data related to the segment such as Effective Date, Action, segment size.  It also shows a table with Knowns, Unknowns and Total users as recorded as of the 'Effective Date.'  At the bottom right is a bar graph with data for the last 7 days for Knowns and Unknowns.
92 92  )))
93 93  
94 94  \\
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99 99  
100 100  \\
101 101  
101 +Below is an example of data displayed by clicking the 'down-triangle' button.  This button changes to 'up-triangle' after expansion.  On clicking this 'up-triangle' button, the display collapses.
102 +
103 +[[image:attach:SegmentTableChartsDoc.png||width="794"]]
104 +
105 +\\
106 +
102 102  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
103 103  
104 104  The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action. The panels are cumulative, meaning that in order for a user to be included in a segment, the rules on the Demographics, IP Address, and Behavior tabs must all match that user.
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223 223  
224 224  **Source Code**: Users are selected based on the source code for any transaction they have executed within ONEcount. The sub-category is Selected. The target is the specific source codes that are used. Possible options are the source codes defined in the Source Code manager under the Inventory section of ONEcount.
225 225  
226 -**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed. The target is a URL or URL fragment.
231 +**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed At Least. The target is a URL or URL fragment. When entering the URL, do not include the protocol (http:~/~/ or https:~/~/).
227 227  
233 +\\
234 +
235 +[[image:attach:web-behavior-2.png||width="800"]]
236 +
237 +\\
238 +
239 +**~*~**IMPORTANT NOTE: **When you type a URL into the URL box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
240 +
241 +[[image:attach:add-url.png||height="121"]]
242 +
243 +\\
244 +
228 228  **Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name. The selected date range will query on Request Date (Not Transaction Date).
229 229  
230 230  **Product Attribute**: Users are selected based on specific attributes of the products they have purchased. The sub-categories are the attributes (ie., category, type, state, etc.) The target is the value of that attribute (ie., blue, edible, New York, etc.) If the sub-category is a multiple-choice list, then your target must be the name of one of those elements of the list. If the sub-category is a free text field, you can enter any value in the target box.
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233 233  
234 234  **Referrer**: You can specify URL(s) that serve as a starting point, for an action to be triggered on the target domain (specified in the 'Action' tab). Multiple URLs can be entered in the URL field.  The URL is a web address - either its domain (www.Domain.com) or subdomain (.com).  The 'Action' field has two choices and is used to indicate if the URL values are to be considered as given (you choose 'IS'), or contains a part of it (you choose 'CONTAINS'). The Referrer URL can essentially be used to execute actions defined in the 'Action' tab.  This helps in targeting users specified by the Referrer.  For instance, if you put in '.com' in the URL field, and the target header (Action tab) had 'www.testMe.com' with 'Popup' as the Action Type, what happens is that if the user is currently visiting a webpage that contains '.com' in its URL, then clicks a link that takes them to 'www.Domain.com/testMe.html' the specified popup will show on the Target Domain. 
235 235  
253 +**~*~**IMPORTANT NOTE: **When you type a URL into the URL box box for Referrer, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
254 +
255 +[[image:attach:add-url.png||height="121"]]
256 +
236 236  Once you have defined your Behavioral criteria for your segment and you do not wish to add any other rules/action, be sure to **HIT SAVE.**
237 237  
238 238  **Note: There can be only one rule for each criteria like web, banner. If you have multiple target values all of them can be added into 1 rule by adding multiple values into target box.**
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466 466  
467 467  The Target Domain and Section parameters are only required if you want to limit the banner. If you leave them blank, the user will be targeted across all your web sites.
468 468  
490 +**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
491 +
492 +[[image:attach:add-url.png||height="121"]]
493 +
469 469  The last property is the Key/Value pair that you will use to tell Google Ad Manager which banners or Line Items to target at this user. Consult for Google Ad Manager documentation on Key/value pair targeting. You may specify more than one Key/Value pair for this target. This allows Google Ad Manager or DFP to decide which banners to show.
470 470  
471 471  * In Revive/OpenX, these variables are created under Inventory > Banner > Delivery Options > Add Delivery Limitation > Site-Variable > Add > enter Key and Value variables. These variables are of your choosing and can be text or num
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497 497  
498 498  For example, say we have a pediatrician who we want to target with a pop-up for a skin medicine on our dermatology site, but a pop-up for a conference when he visits our site on diabetes.
499 499  
500 -The Target Domain and Section parameters are only required if you want to limit the banner. If you leave them blank, the user will be targeted across all your web sites.
525 +The Target Domain and Section parameters are only required if you want to limit the pop-up If you leave them blank, the user will be targeted across all your web sites.
501 501  
502 502  \\
503 503  
504 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
529 + [[image:attach:Action-Tab.png||width="600"]]
505 505  
506 506  \\
507 507  
533 +**~*~**IMPORTANT NOTE: **When you type a URL into the URL box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
534 +
535 +[[image:attach:add-url.png||height="121"]]
536 +
508 508  Next we determine the priority of this pop-up relative to other pop-ups that may be targeted at this segment. It's possible that a user is in multiple segments and may be subject to multiple pop-ups. This setting will help ONEcount determine how important this pop-up is relative to other marketing efforts.
509 509  
510 510  Frequency allows you determine how frequently this pop-up will appear to this user. Options include once, always (on every page load), daily (once per day), weekly, bi-weekly, monthly, or annually.
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496637
1 +77496885
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496637/Segment Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496885/Segment Manager